Author Archives: Jillian Perkins

About Jillian Perkins

Director of Communications

The Pitfalls of Passive Investing

When market returns are attractive, as they have been for the last several years, the lure of passive investing is strong. After all, who wouldn’t want to capture market returns when the market is booming? (Passive investments, or index funds, closely mirror indexes in order to provide investors with broad market exposure at a generally lower cost than actively managed funds.) Passive investing can serve a purpose in a portfolio, particularly in more efficient asset classes, but investors should be aware of the pitfalls of overusing passive investment strategies, as outlined below. Read more »

FishPeople Seafood Featured in Spoon University

A leading college website, Spoon University, has discovered Fishpeople Seafood — one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager — and they like what they’ve found! “Fishpeople Seafood Entrée Kits are the Solution to a Fast and Healthy Dinner” suggests that Fishpeople’s entrée kits are just the thing for college students, who need solid nutrition but may not have time for major meal planning and preparation. Read more »

Arnerich Massena Sponsors the 12th Annual CFA Society Portland Investment Strategy Dinner

The CFA Society Portland hosted its 12th annual Investment Strategy Dinner on Feb. 1 at the Portland Art Museum. The gathering of more than 300 attendees, mostly CFA charterholders, featured keynote speaker Jeffrey Rosenberg, CFA, chief fixed income strategist for BlackRock, Inc. and a member of the BlackRock Investment Institute. Rosenberg discussed his outlook for 2018, particularly the impacts of the current environment on long-term fixed income potential. Read more »

Arnerich Massena Joins the American Lung Association’s Fight for Air Climb on February 11

“Big Pink” — it’s 40 floors and 525 steps, and you can climb it as many as five times! Teams and individuals will join the Fight for Air Climb vertical foot race on February 11, helping to raise funds to support the American Lung Association. This is the 6th annual Fight for Air Climb, a fun event for serious athletes and non-athletes alike. Stair climbing is lower-impact than walking and provides a total body workout that’s easy on the joints. Read more »

FishPeople Seafood Lauded in Forbes Magazine

“The company is called Fishpeople, and its mission from the ground up is to be a different kind of seafood company – one that brings pure, authentic, sustainable, and traceable seafood to consumers, but at an affordable price point and in the freezer section of your grocery store.” In Forbes Magazine’sEat Better Seafood: Easy New Way For You To Buy Delicious Fish,” author Larry Olmsted discusses some of the perils of seafood and how Fishpeople — one of the private equity investments made by 3×5 Partners, LLC, an Arnerich Massena Approved Manager — is one of the solutions. Read more »

The Dangers of Complacency in Investing: Four Steps to Position Your Portfolio for the Future

When things have been good for a long time in the market, the human mind naturally adjusts and builds its idea of “normal” around the current environment. This “new normal” sets the stage for future decision-making. But beware of this tendency, because it can be deceptive! Since it’s impossible to predict future market movements, investors should base their strategy on a long-term plan, not on the current environment. Read more »

Women and Men: A Different Approach to Investing

Perhaps the 74 million-mile distance between Mars and Venus has an influence on why men and women invest so differently. But most actual investment happens on Earth, where it may be advantageous to bring both perspectives to the table. How do men and women invest differently, how can they impact the long-term outcome of a portfolio, and why is it important to find a balance? Read more »

Arnerich Massena Delivers Giving Tree Gifts to Irvington Families

Arnerich Massena’s annual Giving Tree tradition is especially precious to us because it serves families in need from our own Irvington neighborhood. Each year, we reach out to families in Arnerich Massena’s I AM Learning Partnership community service programs to help those families who are less fortunate. This year, Arnerich Massena employees shopped for 24 children from 12 different families. Combining necessities with a few fun items, we’re glad to have the opportunity to bring some joy and relief this holiday season. Read more »